This is one conclusion of an investor survey carried out by Robeco and AsianInvestor in October, and it comes as a surprise to Henk Grootveld of Robeco.
Tag : consumer
Aberdeen Asset Management and Janus Capital express caution over the outlook for the US market, with the high level of unemployment a major area of concern.
Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.
Mirae Asset Global Investments expects consumer-related shares to surprise on the upside.
The fund will focus on consumer-related companies.
Edmund Koh heads the consumer banking franchise in Singapore, which has been reorganised into four business segments.
The bank promotes Vincent Plant.